To add a receipt to a transaction, please follow these steps:
- Click on the transaction in the turnover overview
- Select "Attachments" and the source from which you want to upload the receipt
- Allow the Penta app to access your mobile phone
- Now select the receipt and click on "Upload file".
- To add a note to a transaction, select the transaction in the transaction overview and then click on "Add note".
Please note that for a transfer with an accounting connection via Penta, the receipts must not be read-only or encrypted, otherwise the data transfer will fail.
If you have any questions, our customer service will be happy to help you from 9.00 a.m. to 6.00 p.m. weekdays by phone at +49 30 255 585 803 or by e-mail at email@example.com